-46.0%
SOUN vs MSCI
+59.9%
-105.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.3% | -1.8% |
| 7D | -1.0% | +1.5% | -2.4% | -1.6% |
| 30D | -24.9% | +14.4% | -39.3% | -29.3% |
| 3M | -49.5% | +15.2% | -64.7% | -52.6% |
| 6M | -54.4% | +11.2% | -65.6% | -57.0% |
| YTD | -59.4% | +13.9% | -73.3% | -62.3% |
| 1Y | -71.4% | +12.5% | -83.9% | -73.3% |
| 3Y | +134.1% | +32.3% | +101.8% | +104.2% |
| All | -46.0% | +59.9% | -105.9% | -58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded MSCI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling